Convoso + Salesforce
Add Convoso leads to Salesforce
This integration adds a new lead to Salesforce. When a lead is added to the Convoso system, this automation adds it to Salesforce. It does not check to see if the lead already exists in Salesforce.
This integration adds a new lead to Salesforce. When a lead is added to the Convoso system, this automation adds it to Salesforce. It does not check to see if the lead already exists in Salesforce.
- When this happens...
Campaign EventTriggers when a new convoso campaign workflow event is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWriteCreate a new record or update an existing record in your app.
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Campaign Event
Triggers when a new convoso campaign workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Queue Event
Triggers when a new Convoso queue workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Callback IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Callback IDRequired
User ID
Recipient
Comments
Callback Time Zone
Callback Time
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
Name
Campaign ID
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StatusRequired
Status NameRequired
Hex Color
Final OptionRequired
Reached OptionRequired
Success OptionRequired
DNC OptionRequired
Callback OptionRequired
Contact OptionRequired
Voicemail OptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
User
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign ID
Comments
Callback ID
Lead ID
List ID
Recipient Type
User ID
Stage
Offset
Limit
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appIgnore this Field
ActionThis is an event a Zap performs.SearchFind existing data in your appLead IDRequired
Start Time
End Time
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appStatusRequired
List ID
Campaign ID
ActionThis is an event a Zap performs.SearchFind existing data in your appUser EmailRequired
Start Date & Time
End Date & Time
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Email Template Event
Triggers when a new Convoso email template workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Event
Triggers when a new convoso list workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Phone NumberRequired
Country CodeRequired
Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign ID
Queue ID
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
User ID
RecipientRequired
Comments
Callback Time ZoneRequired
Callback TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log IDRequired
Extra Field 01
Extra Field 02
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Phone CodeRequired
Campaign IDRequired
Update Lead Status
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status
Check for Duplicates
Check for Duplicates in Archived Leads
Check the DNC
Check the Wireless List
Hopper
Hopper Priority
Hopper Expires In
BlueInk Digital Token
Reject by Carrier Type
Filter Phone Code
Update if Found
Search Campaign ID
Search List ID
Update Order by Last Called Time
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Campaign IDRequired
Description
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log ID ★Required
Revenue
Return
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StatusRequired
Status NameRequired
Hex Color
Final Option
Reached Option
Success Option
DNC Option
Callback Option
Contact Option
Voicemail Option
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start Date
End Date
Campaign IDs
List IDs
User IDs
Status IDs
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Campaign ID
Queue ID
List ID
User ID
Call Type
Called Count
Status
Phone Number
First Name
Last Name
Start Time
End Time
Limit
Offset
Order
Include Recordings
ActionThis is an event a Zap performs.SearchFind existing data in your appDNC ID
Campaign ID
Phone Number
Phone Code
Insert Date
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
User ID
Created At (Start Date)
Created At (End Date)
Last Call (Start Date)
Last Call (End Date)
Offset
Return Count Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's Email, First Name, Last Name
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Convoso
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